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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MA | RA | APPROVED | 2013-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/1986 | Present |
| James N Ball & Company, Inc | Westboro | MA | 06/1999 | Present |
1. Owner, EverRise, Inc. a private entity established to facilitate securities, advisory, and insurance business; as of 2012; 1% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 2011; 1% of time spent during business hours; Conducted at branch location; Investment related. 3. 3 Oak Street, LLC, Managing Member and Co-Owner of a private entity established to own a commercial office property; Conducted at branch location; Investment related. 4. Avidia Bank, Member of the Board of Directors for a private bank; Not conducted at branch location; Not investment related. 5. Co-owner, 10X at 220 TPKE, LLC, an entity created for the purpose of managing real estate at 220 TPKE Rd, Westborough, MA 01581 as of 3/27/2024; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-01-28 |
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